Creating a CSV file to import leads, contacts, or deals

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11 Comments

  • Marco Lorenz

    Hi, 

    is there an option to import quotes as notes?

    i tried to import quotes from SAP to Zendesk however only the first line of the quote is imported or the prices are overwritten to 1.

    our guys want to use the contacts from SAP and see the history when someone has quoted something. any way to do so?

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  • Dion
    Zendesk Customer Care

    Hi Marco,

    The Sell importer will be able to import any text as a note, which means that this can also import quotes. You should be able to see all notes in a contact in Sell by clicking into that contact and filtering to show just notes (if you only want to see notes).

    Regards,

    Dion

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  • Duncan Wigley

    Hi Sell Team,

    Just want to confirm something about importing multiple tags. The advice in the table above says to "Separate each tag with a comma." However I would expect this to destroy the structure of the csv file!

    Does sell do something in the background somehow to overcome this? Or should we separate different tags with some other character.

    Thanks!

    Duncan W

     

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  • Malinda
    Zendesk Customer Care

    Hi Duncan,

    Separating each tag with a comma will not disrupt the CSV. This is our recommend format for a successful CSV file import.

    I hope that helps clarify!

    Malinda - Customer Advocate

    Zendesk offers free, on-demand training for all of our products. Set up your account and start learning today at training.zendesk.com

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  • Shane Boyce

    How does one import companies with a parent-to-child relationship/ hierarchy?  For example you have the company Acme HQ but also the company Acme 1, Acme 2, Acme 3.  How would one import Acme 1, Acme 2, and Acme 3 with the parent company value of "Acme HQ"?

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  • Shane Boyce

    How do I bulk upload a contact list with multiple Campany values for a person contact?

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  • Christine
    Zendesk Engineering
    Hey James, there isn't a native way to assign a contact to multiple companies. As a workaround, you can either update the field manually or use the Sell API to manage your contacts.

    For more detailed information, see Can I specify the parent company when I upload a CSV file to Sell?.
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  • Shane Boyce

    Christine, I didn't see a way to do it manually.  I am not asking to associate a Parent company.  I am asking to associate two different companies that do not have a parent-child relationship.  For example, a person contact works for two different companies/ offices.

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  • Christine
    Zendesk Engineering
    Hi James, you can manually assign a company to a contact by editing the contact’s profile information. Unfortunately, assigning a contact to more than 1 company is not possible by doing a bulk upload via CSV. As mentioned above, you can also use Sell API.

    For more information on how to use API, you may reach out to your Development team for assistance.
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  • Shane Boyce

    Christine,  previously, you described using the API to assign a separate Parent company and a child (standard) company.  Can two standard companies be assigned without using the Parent field manually or via API? 

    That is the answer I am looking for.

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  • Christine
    Zendesk Engineering
    Hi James, natively there is only 1 Company field to assign a contact, this is the parent company that was referred to. If you want to assign a contact to more than 1 company, you will have to make use of custom fields. You can either use the default Company field and 1 custom field, or you can create 2 custom fields for Company 1 and Company 2 as standard companies. Once you have added custom fields, you can then manually assign the contact to those fields or do it via API. 
     
    Custom fields will appear as additional fields, and values must be set manually. After you have added custom fields, you can also use them to filter your leads, contacts, and deals by information specific to your business. To do this, set your custom fields as filterable.
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